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I.S.M. Solutions

Transaction Only Service

This service is for clients who do not wish to have their affairs actively managed, nor do they wish to pay for an adviser to maintain their file and keep up to date records.

The only clients that use this service are people who have been referred to us through associations with other financial advisers. This is because their advisers wish them to take advantage of our specialists who have higher levels of expertise and qualification than many advisers. Such clients are normally referred to us for specific work but continue to receive their core services through their existing adviser, as such the Execution Only Service suits them. We do not normally consider anybody else as suitable for this service as they are not receiving any on-going service and would not therefore be considered as clients.

Were you to be limited to this level of service, the effect would be as follows:

· We will not proactively contact you, as we would other clients, if we believe that legislative or economic changes might be relevant to you. Rather, you will take responsibility for determining when such events necessitate help from a professional and you will contact us accordingly. At such a time there will be a fee for updating your client file to achieve the level of information necessary to give advice/analysis/recommendations. Thereafter any work will be billed at an agreed rate or cost.

· As we are not maintaining a client file we will not produce reports, annual or otherwise, unless as part of billed work. Similarly we will not provide administration services and ad hoc telephone advice in response to general enquiries.

· Investments will not be actively monitored.

· You will sign a disclaimer accepting this level of service.

Transaction Only Service

Phone: 020 7929 2205

Fax: 020 7623 4098

E-mail: Contact@ismsolutions.uk.com

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